No. of Users / People *
Business Phase (You are able to select more than one option)
Where are Staff:
Aims (You are able to select more than one option)
CRM Integration (You are able to select more than one option)
Which accounting system do you use?
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Company Information

To ensure that reports, templates, quotes and other features of the CRM are accurate to your business, you’ll first want to update your core company settings. Address, phone number, ABN/ACN, contact details and brand assets including your logo are among the fields that should be updated in the settings module, so your data is accurate and so any templates you create or quotes you send are branded correctly.

To edit company setting navigate to the Main Menu by hitting the burger icon in the top left. Then scroll down, expand the Admin section and select General.

Fill out the required details (namely, the initial Company Information and scroll down to access the Invoice Settings) and once complete, scroll to the bottom of the page and hit Update.

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